Get a summary of hours logged for a user or team over a date range

Parameter	Type	Required	Notes
start_date	string	yes	Start date for the summary period (ISO 8601 format, e.g. 2026-01-01)
end_date	string	yes	End date for the summary period (ISO 8601 format, e.g. 2026-01-31)
scope	string	no	Scope of the summary: 'user' for individual user hours, 'team' for organization-wide overview. Defaults to 'user'.

Get organization dashboard metrics including utilization, revenue, and active projects

Parameter	Type	Required	Notes
month	string	no	Month to get metrics for in YYYY-MM format (e.g. 2026-01). Defaults to current month if not provided.

Get detailed information about a customer including health score and portfolio

Parameter	Type	Required	Notes
customer_id	string	yes	The unique identifier of the customer to retrieve information for

Get detailed project status including budget, hours, and task breakdown

Parameter	Type	Required	Notes
project_id	string	yes	The unique identifier of the project to retrieve status for

Get billing summary for a customer over a date range

Parameter	Type	Required	Notes
customer_id	string	yes	The customer ID to get billing report for
start_date	string	yes	Start date in YYYY-MM-DD format
end_date	string	yes	End date in YYYY-MM-DD format

Get all budget alerts for the organization showing projects that are over or near budget

No parameter schema on file.

List all customers in the organization

No parameter schema on file.

List all projects in the organization with their status and budget information

Parameter	Type	Required	Notes
customer_id	string	no	Optional customer ID to filter projects by customer

Get the current user's time entry analytics for a date range, including hours breakdown by project and customer, billable vs non-billable split, and target comparison

Parameter	Type	Required	Notes
start_date	string	yes	Start date for the analytics period (ISO 8601 format, e.g. 2026-01-01)
end_date	string	yes	End date for the analytics period (ISO 8601 format, e.g. 2026-01-31)

Get team resource utilization summary showing target hours, actual hours, billable hours, and utilization percentage for the organization

Parameter	Type	Required	Notes
start_date	string	yes	Start date for the utilization period (ISO 8601 format, e.g. 2026-01-01)
end_date	string	yes	End date for the utilization period (ISO 8601 format, e.g. 2026-01-31)

Get a summary of unbilled time across the organization, including total hours, total amount, number of entries, and aging information

No parameter schema on file.

Get overall budget health summary for the organization, including project counts by status (on-track, warning, critical), total remaining budget hours, and active alerts

No parameter schema on file.

Get an employee's timesheet report showing target hours, actual hours logged, and variance. Can look up by employee name or default to the requesting user.

Parameter	Type	Required	Notes
employee_name	string	no	Name of the employee to look up. Leave empty or say 'me' for your own timesheet.
start_date	string	yes	Start date in YYYY-MM-DD format
end_date	string	yes	End date in YYYY-MM-DD format

List the current user's own individual time entries for a date range, with project name, task/subtask ids, hours, description, billable flag and status. Use this to see exactly what was logged (the per-entry detail), as opposed to aggregated totals.

Parameter	Type	Required	Notes
start_date	string	yes	Start date of the range (ISO 8601 format, e.g. 2026-01-01)
end_date	string	yes	End date of the range (ISO 8601 format, e.g. 2026-01-31)
limit	integer	no	Optional maximum number of entries to return (1-200, default 200). Entries are returned most-recent first.

Find the projects, tasks and subtasks in your organization where time can be tracked, optionally filtered by a name fragment. Use this to locate where to record work. Returns ids and names only.

Parameter	Type	Required	Notes
query	string	no	Optional case-insensitive name fragment to filter projects (or tasks when project_id is supplied).
project_id	string	no	Optional project id to drill into. When supplied, returns that project's tasks and subtasks.
max_results	integer	no	Optional maximum number of rows to return (1-50, default 50).

Get the people associated with a project: who is ASSIGNED to it (formally responsible / accountable) and the TOP CONTRIBUTORS by hours logged (who is actually doing the work and driving the budget/overrun). Use this to answer 'who is responsible for / working on a project', especially when a project is over budget. Budget-alert results include the project_id you can pass directly into this tool.

Parameter	Type	Required	Notes
project_id	string	yes	The unique identifier of the project. Resolve a project name to its ID with find_billing_work or list_projects first.

Create a single time entry on a subtask for the current user. Requires permission to log time.

Parameter	Type	Required	Notes
subtask_id	string	yes	Id of the subtask to log time against. All time entries are recorded at the subtask level.
date	string	yes	Date of the work (ISO 8601 format, e.g. 2026-01-15).
hours	number	yes	Number of hours worked (greater than 0 and at most 24).
start_time	string	no	Optional start time of day in 24-hour HH:mm (e.g. "12:00"). Set this when the user gives a specific time or a time range (and put the range length in 'hours'); the entry then runs from this time for '
text	string	no	Optional description of the work performed.

Look up the official public/national holidays for a country (ISO-2 code, e.g. US, IL, GB) and year from an authoritative public source (Hebcal for Israel, Nager.Date for everywhere else). Returns a DRAFT list of holiday dates: each is either a full day off or a half/partial working day (with a start/end working window). Use this to PROPOSE a holiday profile — never invent holiday dates from memory

Parameter	Type	Required	Notes
country	string	yes	ISO-2 country code (two letters), e.g. "US", "IL", "GB", "DE".
year	integer	yes	The calendar year to look up holidays for (e.g. 2026).

Create and SAVE a national-holiday profile for the organization for a specific year, AFTER the user has explicitly reviewed and confirmed the holiday list. Each holiday is either a full day off or a half/partial working day (with a start/end working window). Holiday dates MUST come from suggest_holiday_profile or the user — never invent dates. Only call this once the user has confirmed; do not cal

Parameter	Type	Required	Notes
name	string	yes	A descriptive profile name, e.g. "US Holidays 2026" or "Israel 2026".
year	integer	yes	The calendar year this profile governs (e.g. 2026). It applies only to its year.
holidays	string	yes	A JSON array (as a string) of the confirmed holidays, each an object: {"date":"YYYY-MM-DD","name":"...","full_day_off":true\|false,"window_start":"HH:mm","window_end":"HH:mm"}. Dates must be within the
default_for_countries	string	no	Optional comma-separated ISO-2 country codes this profile is the country-default for (for its year), e.g. "US" or "US,CA".
set_as_default	boolean	no	Optional. Set this profile as the organization's default holiday set for its year.
source	string	no	Provenance of the dates: "hebcal", "nager", "manual", or "ai". Use the source returned by suggest_holiday_profile.
notes	string	no	Optional free-text notes about this profile.

Create a new billing customer in your organization. The organization is fixed by your context - never pass an organization id.

Parameter	Type	Required	Notes
name	string	yes	Customer name (required).
description	string	no	Optional customer description (max 200 characters).
currency	string	no	Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD.
country	string	no	Optional country.
contact_email	string	no	Optional primary contact email address.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create a new billing project under one of your customers. The organization is fixed by your context; customer_id must be a customer in your organization. Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
customer_id	string	yes	Id of the customer this project belongs to (required). Must be a customer in your organization.
name	string	yes	Project name (required).
description	string	no	Optional project description (max 500 characters).
billing_type	string	yes	Billing type to allow on the project (required). One of: TM, Fix, OVH.
create_general_activity	boolean	no	Optional. When true (the default for this tool), also create a default visible "General" task + activity so time can be logged on the project immediately. Set false to create an empty project with no
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create a task under a project. Tasks group the subtasks that time is logged against. The task inherits its allowed billing types from the parent project. Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
project_id	string	yes	Id of the parent project (required). Must be a project in your organization.
name	string	yes	Task name (required).
description	string	no	Optional task description.
create_general_activity	boolean	no	Optional. When true (the default for this tool), also create a default visible "General" activity under the task so time can be logged immediately. Set false to create a task with no activities yet.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create a subtask under a task. All time entries are logged against subtasks, so every task needs at least one. The subtask inherits a valid billing type from the parent task. Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
task_id	string	yes	Id of the parent task (required). Must be a task in your organization.
name	string	yes	Subtask name (required).
description	string	no	Optional subtask description.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Invite a person to join your organization by email at a chosen role. The organization is fixed by your context - never pass an organization id. Valid roles: Admin, Finance, Manager, Member, Viewer (you can only invite at a role no more privileged than your own). The invitee receives an email with an acceptance link.

Parameter	Type	Required	Notes
email	string	yes	Email address of the person to invite (required).
role	string	yes	Role to grant on acceptance (required). One of: Admin, Finance, Manager, Member, Viewer. You cannot invite at a role more privileged than your own.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Assign a member to a project so they can see it and log time against its tasks. Identify the member by email (preferred) or by org_user_id, and the project by project_id (discover ids with find_billing_work - never ask the user for an id). The organization is fixed by your context.

Parameter	Type	Required	Notes
project_id	string	yes	Id of the project to assign the member to (required). Must be a project in your organization.
email	string	no	Email of the member to assign (preferred). Provide this OR org_user_id.
org_user_id	string	no	Organization-user id of the member to assign. Provide this OR email.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update core settings for your organization: name, country, default_time_zone, base_currency, first_day_of_month (1-28), auto_close_month_after_days, and the budget alert thresholds (budget_warning_threshold_percent must be less than budget_critical_threshold_percent). The organization is fixed by your context - never pass an organization id. Only the fields you provide are changed; everything else

Parameter	Type	Required	Notes
name	string	no	Organization display name.
country	string	no	Organization country.
default_time_zone	string	no	Default IANA/Windows time zone id (e.g. America/New_York).
base_currency	string	no	Base ISO 4217 currency code (e.g. USD, EUR).
first_day_of_month	integer	no	Day the billing month starts (1-28).
auto_close_month_after_days	integer	no	Auto-close a month this many days after it ends (0 = never).
budget_warning_threshold_percent	integer	no	Utilization % at which a project is flagged At-Risk (must be less than the critical threshold).
budget_critical_threshold_percent	integer	no	Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing billing customer in your organization. Only the fields you provide are changed; everything else is left as-is (PATCH semantics). Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
customer_id	string	yes	Id of the customer to update (required). Must be a customer in your organization.
name	string	no	New customer name (2-50 characters).
description	string	no	Customer description (max 200 characters).
country	string	no	Customer country.
contact_name	string	no	Primary contact person name.
contact_email	string	no	Primary contact email address.
contact_phone	string	no	Primary contact phone number.
currency	string	no	ISO 4217 currency code (e.g. USD, EUR).
status	string	no	Customer status. One of: Active, Inactive.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing billing project in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the project, update its description, change its status, toggle which billing types are allowed (TM/Fix/OVH), and set per-type hour limits. Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
project_id	string	yes	Id of the project to update (required). Must be a project in your organization.
name	string	no	New project name.
description	string	no	Project description (max 500 characters).
status	string	no	Project status. One of: Active, OnHold, Completed, Cancelled.
billing_types	string	no	Comma-separated list of billing types to allow on this project. One or more of: TM, Fix, OVH. Replaces the entire set — include all types you want to keep.
tm_hour_limit	integer	no	T&M (Time & Materials) hour limit for this project (0 = unlimited).
fix_hour_limit	integer	no	Fixed-price hour limit for this project (0 = unlimited).
ovh_hour_limit	integer	no	Overhead hour limit for this project (0 = unlimited).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing task in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the task, update its description, change its status, and set per-type hour limits. Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
task_id	string	yes	Id of the task to update (required). Must be a task in your organization.
name	string	no	New task name.
description	string	no	Task description.
status	string	no	Task status. One of: Active, Inactive, Completed.
tm_hour_limit	integer	no	T&M (Time & Materials) hour limit for this task (0 = unlimited).
fix_hour_limit	integer	no	Fixed-price hour limit for this task (0 = unlimited).
ovh_hour_limit	integer	no	Overhead hour limit for this task (0 = unlimited).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing subtask in your organization. Only the fields you provide are changed (PATCH semantics). You can rename the subtask, update its description, change its status, billing type, and set an hour limit. Discover ids with find_billing_work - never ask the user for an id.

Parameter	Type	Required	Notes
subtask_id	string	yes	Id of the subtask to update (required). Must be a subtask in your organization.
name	string	no	New subtask name.
description	string	no	Subtask description.
status	string	no	Subtask status. One of: Active, Inactive, Completed.
billing_type	string	no	Billing type for this subtask. One of: TM, Fix, OVH. Must be allowed by the parent task.
hour_limit	integer	no	Hour limit for this subtask (0 = unlimited). Validated against the parent task's limit for the subtask's billing type.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create a new time entry on a subtask for the current user. The entry is always attributed to you — you cannot create entries on behalf of another user. Supply subtask_id, the date (ISO 8601 YYYY-MM-DD), start_time (HH:mm, defaults to 09:00), and hours.

Parameter	Type	Required	Notes
subtask_id	string	yes	Id of the subtask to log time against.
date	string	yes	Date of the work (ISO 8601 YYYY-MM-DD, e.g. 2026-01-15).
hours	number	yes	Hours worked (> 0 and ≤ 24).
start_time	string	no	Optional start time in 24-h HH:mm (defaults to 09:00).
text	string	no	Optional description of the work performed (max 1000 characters).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update fields on one of your own time entries (PATCH — only the fields you supply are changed; everything else is left as-is). Supply the time_report_id plus any combination of date, start_time, hours, and text.

Parameter	Type	Required	Notes
time_report_id	string	yes	Id of the time entry to update.
date	string	no	New date (ISO 8601 YYYY-MM-DD).
hours	number	no	New duration in hours (> 0 and ≤ 24).
start_time	string	no	New start time in 24-h HH:mm.
text	string	no	New description (max 1000 characters).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create multiple time entries in one call. Supply an 'entries' array where each item has subtask_id, date (YYYY-MM-DD), and hours (> 0 and ≤ 24); optionally start_time (HH:mm, defaults to 09:00) and text. Entries are always attributed to you. Returns per-item results (partial failures are reported rather than aborting the batch). Max 50 entries.

Parameter	Type	Required	Notes
entries	array	yes	List of time entries to create (max 50).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Apply a common text description update to multiple of your own time entries. Supply ids (list of time-report ids, max 100) and text (the new description). Returns per-id results — partial failures are reported rather than aborting the whole batch.

Parameter	Type	Required	Notes
ids	array	yes	Ids of the time entries to update (max 100).
text	string	yes	New description to apply to all entries (max 1000 characters).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Copy your own time entries from a source date range into a target date range, preserving each entry's weekday offset relative to the source start (e.g. copy last week to this week). New entries are created as Draft. The source range cannot exceed 31 days. Supply source_start_date, source_end_date, and target_start_date (all ISO 8601 YYYY-MM-DD).

Parameter	Type	Required	Notes
source_start_date	string	yes	Inclusive start of the range to copy FROM (YYYY-MM-DD).
source_end_date	string	yes	Inclusive end of the range to copy FROM (YYYY-MM-DD).
target_start_date	string	yes	The first date of the target range (source_start_date maps here, YYYY-MM-DD).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Start (or replace) your running timer on a subtask. There is at most one running timer per user; starting a new one replaces any existing. Stop it later with stop_timer to create a Draft time entry, or cancel it with cancel_timer to discard it. Supply subtask_id.

Parameter	Type	Required	Notes
subtask_id	string	yes	Id of the subtask to track time against.
description	string	no	Optional description of the work being tracked.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Stop your running timer. The elapsed time is computed and a Draft time entry is created automatically. Returns the created time entry. No arguments needed.

Parameter	Type	Required	Notes
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Cancel (discard) your running timer without creating a time entry. The elapsed time is lost. No arguments needed.

Parameter	Type	Required	Notes
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Submit your time entries for a given month for manager approval. Draft and Rejected entries in the month are transitioned to Submitted. A billing-closed month cannot be submitted. Supply year and month (1-12).

Parameter	Type	Required	Notes
year	integer	yes	Calendar year of the month to submit (e.g. 2026).
month	integer	yes	Calendar month to submit (1-12).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Withdraw your submitted timesheet for a given month back to Draft (un-submit), reopening entries for editing. Only valid while the period is Submitted — after approval ask a manager to reopen it. Supply year and month (1-12).

Parameter	Type	Required	Notes
year	integer	yes	Calendar year of the month to recall (e.g. 2026).
month	integer	yes	Calendar month to recall (1-12).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Assign an organization member to a billing customer so they can see that customer and all its projects. Requires the org_user_id (discover it with get_project_team or get_employee_timesheet) and the customer_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself (Owner is not targetable by Admin).

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser to assign (not the Firebase user id — use get_project_team to discover it).
customer_id	string	yes	Id of the customer to assign the user to.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Remove an organization member's assignment from a specific project. The user will no longer have direct visibility to that project (they may still see it via a customer assignment). Requires org_user_id and project_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser to remove from the project (not the Firebase user id).
project_id	string	yes	Id of the project to remove the user from.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Re-enable a previously disabled organization member so they can log in and use the platform again. Requires the org_user_id. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser to enable.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Re-send a pending invitation email to the invitee and reset its status to Pending. Requires the invite_id (discover it via list of pending invites). The organization is fixed by your context — never pass an organization id.

Parameter	Type	Required	Notes
invite_id	string	yes	Id of the pending invitation to resend.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Set the organization-level budget alert thresholds. budget_warning_threshold_percent is the utilization % at which a project is flagged At-Risk; budget_critical_threshold_percent is the % at which it is flagged Over-Budget. The warning threshold must be strictly less than the critical threshold. Supply one or both — only the fields you provide are changed (PATCH semantics). The organization is fix

Parameter	Type	Required	Notes
budget_warning_threshold_percent	integer	no	Utilization % at which a project is flagged At-Risk (must be less than the critical threshold, 1-99).
budget_critical_threshold_percent	integer	no	Utilization % at which a project is flagged Over-Budget (must be greater than the warning threshold, 2-100).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update a team member's organization-profile fields: first name, last name, country, timezone, and job title. Only the fields you provide are changed (PATCH semantics). Role changes are not supported here — use the dedicated role-change tool. The organization is fixed by your context — never pass an organization id. You cannot target a user more privileged than yourself.

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser to update.
first_name	string	no	Updated first name.
last_name	string	no	Updated last name.
country	string	no	Updated country.
timezone	string	no	Updated timezone (IANA or Windows id).
job_title	string	no	Updated job title.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update your own UI preferences: default time-entry view, sub-views, theme, and time format. Only the fields you provide are changed (PATCH semantics). Applies to your account globally across all organizations. The user is fixed by your context — you can only change your own preferences.

Parameter	Type	Required	Notes
default_time_entry_view	string	no	Default time-entry view. One of: day, week, month.
default_day_sub_view	string	no	Default sub-view for the day view. One of: timeline, list, stats, table.
default_week_sub_view	string	no	Default sub-view for the week view. One of: calendar, list, timeline.
default_month_sub_view	string	no	Default sub-view for the month view. One of: calendar, list, timeline.
theme_preference	string	no	UI theme preference. One of: light, dark, system.
time_format	string	no	Clock format. One of: 12h, 24h.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Set the internal hourly COST rate for one member of your organization (used for profit/margin reporting). The organization is fixed by your context - never pass an organization id. You cannot set your own cost rate. The rate value is never echoed back.

Parameter	Type	Required	Notes
user_id	string	yes	Id (or Firebase UID) of the member whose cost rate is being set (required). Must be a member of your organization; cannot be yourself.
hourly_rate	number	yes	The hourly cost rate, a positive number (required).
currency	string	no	Optional ISO 4217 currency code (e.g. USD, EUR). Defaults to USD.
effective_from	string	no	Optional date this rate takes effect (YYYY-MM-DD). Defaults to today.
effective_to	string	no	Optional date this rate stops applying (YYYY-MM-DD). Omit for an open-ended rate.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Apply an organization-wide adjustment to every member's hourly COST rate, effective from a date. Supply EITHER adjustment_percentage (e.g. 5 to raise all rates by 5%, -3 to cut 3%) OR fixed_amount (set every rate to this exact amount), not both. The organization is fixed by your context - never pass an organization id. Rate values are never echoed back.

Parameter	Type	Required	Notes
effective_from	string	yes	Date the adjusted rates take effect (YYYY-MM-DD) (required).
adjustment_percentage	number	no	Percentage to adjust every rate by (e.g. 5 = +5%, -3 = -3%). Provide this OR fixed_amount, not both.
fixed_amount	number	no	Set every rate to this exact amount. Provide this OR adjustment_percentage, not both.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Define a new custom field on a billing entity type (project, task, subtask, time report, or customer) for your organization. The organization is fixed by your context - never pass an organization id. type is one of String, Number, Date, DateTime, ListOfValues; ListOfValues requires at least one option. Marking a field mandatory blocks creating that entity type until a value is provided.

Parameter	Type	Required	Notes
entity	string	yes	The entity type this field is defined on (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers.
field_id	string	yes	A unique, stable key for the field (required, max 50 chars), e.g. "po_number".
title	string	yes	Human-readable label shown in the UI (required).
type	string	yes	Field data type (required). One of: String, Number, Date, DateTime, ListOfValues.
list_of_values	array	no	Options for a ListOfValues field (required for that type; at least one non-blank option).
is_mandatory	boolean	no	Whether a value is required when creating/updating the entity. Defaults to false.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing custom field definition (title, type, options, or mandatory flag) in your organization. The organization is fixed by your context. You cannot change a field's field_id or the entity it applies to. Only the properties you supply are changed.

Parameter	Type	Required	Notes
field_definition_id	string	yes	Id of the custom field definition to update (required). Must belong to your organization.
title	string	no	New human-readable label.
type	string	no	New field data type. One of: String, Number, Date, DateTime, ListOfValues.
list_of_values	array	no	New options (for a ListOfValues field; at least one non-blank option).
is_mandatory	boolean	no	Whether a value is required when creating/updating the entity.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Set the value of a custom field on a specific entity (a project, task, subtask, time report, or customer). The custom field must already be defined for that entity type. The organization is fixed by your context. You must have permission to update the target entity.

Parameter	Type	Required	Notes
entity	string	yes	The entity type (required). One of: billing_projects, billing_tasks, billing_sub_tasks, sub_tasks_time_reports, billing_customers.
entity_id	string	yes	Id of the specific entity instance to set the value on (required). Must be in your organization.
field_id	string	yes	The field_id of the custom field definition (required). Must be defined for this entity type.
value	string	yes	The value to set, as a string. It is validated/coerced to the field's declared type (Number, Date, DateTime, or one of the list options).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create or update a named organization-level work schedule (a weekly working-time profile). Provide schedule_id to update an existing one, or omit it to create a new one. weekly_schedule is a JSON object mapping lowercase day names to a working window, e.g. {"monday":{"start":"09:00","end":"18:00"},"saturday":null}. The organization is fixed by your context. On update, only the fields you supply ar

Parameter	Type	Required	Notes
schedule_id	string	no	Id of an existing schedule to UPDATE. Omit to CREATE a new one.
name	string	no	Schedule name (required when creating).
weekly_schedule	string	no	A JSON object (as a string) mapping lowercase day names (sunday..saturday) to a {"start":"HH:mm","end":"HH:mm"} window, or null for a non-working day. Example: {"monday":{"start":"09:00","end":"18:00"
first_day_of_week	integer	no	First day of the week: 0=Sunday .. 6=Saturday (1=Monday default).
default_for_countries	string	no	Optional comma-separated ISO-2 country codes this profile is the default for, e.g. "US,CA".
is_active	boolean	no	Whether the profile is active. Defaults to true on create.
notes	string	no	Optional free-text notes.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Manage YOUR OWN personal work schedule. action is one of: create, update, delete, assign (assign = make a schedule your active one). For update/delete/assign, provide schedule_id. default_hours is your standard daily hours (for a simple schedule). The organization is fixed by your context, and you can only manage your own schedule.

Parameter	Type	Required	Notes
action	string	yes	What to do (required): create, update, delete, or assign.
schedule_id	string	no	Id of your schedule (required for update, delete, assign).
name	string	no	Optional schedule notes/name.
default_hours	number	no	Standard daily working hours for a simple schedule (e.g. 8).
is_active	boolean	no	Whether this schedule is active (create/update).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing holiday profile in your organization (name, holiday list, default-for-countries, active flag, or notes). The organization is fixed by your context. A profile's year cannot be changed. Only the fields you supply are changed; supplying holidays REPLACES the profile's holiday list. Holiday dates must fall within the profile's year.

Parameter	Type	Required	Notes
profile_id	string	yes	Id of the holiday profile to update (required). Must belong to your organization.
name	string	no	New profile name.
holidays	string	no	A JSON array (as a string) that REPLACES the profile's holidays, each: {"date":"YYYY-MM-DD","name":"...","full_day_off":true\|false,"window_start":"HH:mm","window_end":"HH:mm"}. Dates must be within th
default_for_countries	string	no	Optional comma-separated ISO-2 country codes this profile is the default for, e.g. "US,CA".
is_active	boolean	no	Whether the profile is active.
notes	string	no	Optional free-text notes.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Soft-delete a billing customer and its whole hierarchy (projects, tasks, subtasks) into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
customer_id	string	yes	Id of the customer to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Close a billing month so no further time can be logged or edited in it. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by reopening the month.

Parameter	Type	Required	Notes
year	integer	yes	Calendar year of the month to close (e.g. 2026).
month	integer	yes	Calendar month to close (1-12).
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Soft-delete a billing project and its whole task/subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
project_id	string	yes	Id of the project to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Soft-delete a billing task and its subtask hierarchy into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
task_id	string	yes	Id of the task to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Soft-delete a billing subtask into the recycle bin, where an admin can restore it. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
subtask_id	string	yes	Id of the subtask to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Delete a time report entry. Members can delete their own reports; Managers/Admins can delete others' (subject to org settings). Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
time_report_id	string	yes	Id of the time report entry to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Approve a submitted timesheet period for a team member. The period and its time reports transition to Approved. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Parameter	Type	Required	Notes
submission_period_id	string	yes	Id of the submission period to approve (from get_pending_approvals or list_approval_history).
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Reject a submitted timesheet period, returning it to the reporter for correction. The period and its time reports revert to Rejected (editable). A rejection comment is required. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Parameter	Type	Required	Notes
submission_period_id	string	yes	Id of the submission period to reject (from get_pending_approvals or list_approval_history).
comment	string	yes	Rejection reason shown to the reporter. Required so they know what to fix.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Reopen a Submitted or Approved timesheet period for corrections. The period and its time reports revert to Rejected (editable), allowing the reporter to edit and resubmit. Use this when an approved period needs fixing. An optional comment can be provided. Use confirm=true to proceed. Requires Manager or Admin/Owner role (Finance is excluded — timesheet approval is PM work, not finance).

Parameter	Type	Required	Notes
submission_period_id	string	yes	Id of the submission period to reopen (from get_pending_approvals or list_approval_history).
comment	string	no	Optional comment explaining why the period is being reopened. Shown to the reporter.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Generate a DRAFT invoice from a customer's approved billable hours over a billing period. The draft is editable and can be deleted before it is issued.

Parameter	Type	Required	Notes
customer_id	string	yes	Id of the customer to invoice.
period_start	string	yes	Billing period start date (ISO 8601, e.g. 2026-05-01).
period_end	string	yes	Billing period end date (ISO 8601, e.g. 2026-05-31).
grouping	string	no	How to group approved hours into line items: "project" (default) or "task".
notes	string	no	Optional notes to include on the invoice.
payment_terms	string	no	Payment terms string, e.g. "Net 30" (default).
due_date	string	no	Optional explicit due date (ISO 8601). Overrides payment_terms-based calculation.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update editable fields on a DRAFT invoice (notes, internal notes, payment terms, payment instructions, due date, purchase order number). Only valid while the invoice is still a Draft.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the draft invoice to update.
notes	string	no	Notes to appear on the invoice.
internal_notes	string	no	Internal notes (not on the printed invoice).
payment_terms	string	no	Payment terms, e.g. "Net 30".
payment_instructions	string	no	Bank / payment instructions for the customer.
due_date	string	no	Due date override (ISO 8601).
purchase_order_number	string	no	Customer PO number to reference on the invoice.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Delete a DRAFT invoice permanently. Only draft invoices can be deleted; issued invoices are permanent records. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the draft invoice to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Mark an issued invoice as Sent to the customer. The invoice must already be in Issued status. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the issued invoice to mark as sent.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Mark an issued or sent invoice as Paid. Optionally record the paid amount and payment date. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the invoice to mark as paid.
paid_date	string	no	Optional payment date (ISO 8601). Defaults to today.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Issue a Draft invoice: assigns a gapless invoice number, locks the invoice as immutable, and marks source hours as Invoiced. IRREVERSIBLE — corrections require void + reissue. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the Draft invoice to issue.
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Void an issued invoice (reason required): releases source hours back to Approved and retains the immutable void record. IRREVERSIBLE. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the issued invoice to void.
reason	string	yes	Required reason for voiding (recorded in the audit trail).
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Void an issued invoice and clone it into a new editable Draft (void + reissue). The original is voided and retained for audit; the new Draft can be edited then re-issued. The void is IRREVERSIBLE. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit.

Parameter	Type	Required	Notes
invoice_id	string	yes	Id of the issued invoice to void and reissue as a new Draft.
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Create a new Open frame order (blanket PO / commercial envelope) for a customer. A frame order tracks a contracted hours or amount cap that invoices can draw down against. Reversible — the frame order can be deleted while it is still Open.

Parameter	Type	Required	Notes
customer_id	string	yes	Id of the customer this frame order belongs to.
reference	string	yes	Unique reference string per (org, customer), e.g. 'PO-2026-001'. Max 100 chars.
description	string	no	Optional human-readable description (max 500 chars).
total_hours	number	no	Optional contracted hours cap (must be > 0).
total_amount	number	no	Optional contracted amount cap (must be > 0).
currency	string	no	ISO 4217 currency code (e.g. USD). Defaults to the customer's currency when omitted.
start_date	string	no	Optional start date in YYYY-MM-DD format.
end_date	string	no	Optional end date in YYYY-MM-DD format (must be >= start_date).
notes	string	no	Optional free-text notes (max 2000 chars).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an Open frame order's editable fields (reference, description, caps, dates, currency, notes). Closed frame orders cannot be edited; use this only for Open frame orders.

Parameter	Type	Required	Notes
frame_order_id	string	yes	Id of the frame order to update.
reference	string	yes	New unique reference string for this (org, customer), max 100 chars.
description	string	no	Updated description (max 500 chars).
total_hours	number	no	Updated contracted hours cap (must be > 0, or omit/null to clear).
total_amount	number	no	Updated contracted amount cap (must be > 0, or omit/null to clear).
currency	string	no	Updated ISO 4217 currency code (e.g. USD).
start_date	string	no	Updated start date (YYYY-MM-DD), or omit to clear.
end_date	string	no	Updated end date (YYYY-MM-DD, >= start_date), or omit to clear.
notes	string	no	Updated free-text notes (max 2000 chars).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Close an Open frame order so no new invoices may link to it. Returns a preview unless confirm=true is set. Closing is not directly reversible; the order remains in the Closed state.

Parameter	Type	Required	Notes
frame_order_id	string	yes	Id of the frame order to close.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Soft-delete an Open frame order into the recycle bin (restorable by an Admin). Blocked when Issued/Sent/Paid invoices are linked — void or unlink those first. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
frame_order_id	string	yes	Id of the frame order to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Reopen a previously closed billing month, allowing time to be logged and edited again. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Reversible only by closing the month again.

Parameter	Type	Required	Notes
year	integer	yes	Calendar year of the month to reopen (e.g. 2026).
month	integer	yes	Calendar month to reopen (1-12).
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Restore a soft-deleted entity (customer, project, task, or subtask) and all its children from the recycle bin. Requires Admin role. entity_type must be one of: Customer, Project, Task, SubTask.

Parameter	Type	Required	Notes
entity_id	string	yes	Id of the deleted entity to restore.
entity_type	string	yes	Type of entity to restore. One of: Customer, Project, Task, SubTask.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Permanently and IRREVERSIBLY hard-delete an entity from the recycle bin. The entity and all its children are removed from the database — this cannot be undone. Requires Admin role. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. entity_type must be one of: Customer, Project, Task, SubTask.

Parameter	Type	Required	Notes
entity_id	string	yes	Id of the recycle-bin entity to permanently delete.
entity_type	string	yes	Type of entity to permanently delete. One of: Customer, Project, Task, SubTask.
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Change an organization member's role. Returns a preview; re-call with the confirm_token and an idempotency_key to commit. Cannot assign the Owner role. Cannot escalate beyond your own role.

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser record to update (not the Firebase userId).
new_role	string	yes	New role to assign: Admin, Finance, Manager, Member, or Viewer.
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Disable an organization member so they can no longer sign in or use the app. Reversible — the user can be re-enabled from the web application. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser record to disable (not the Firebase userId).
reason	string	no	Optional reason for disabling the user (stored for audit purposes).
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Permanently remove an organization member. This action is IRREVERSIBLE — the user must be re-invited to rejoin. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.

Parameter	Type	Required	Notes
org_user_id	string	yes	Id of the OrganizationUser record to remove (not the Firebase userId).
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Cancel a pending invitation so the invite link is no longer valid. The email address can be re-invited at any time. Returns a preview unless confirm=true is set.

Parameter	Type	Required	Notes
invite_id	string	yes	Id of the pending invitation to cancel.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Permanently revoke one of your Integration API keys. Any MCP clients or integrations using the key will lose access immediately and cannot be restored. Returns a preview; re-call with the confirm_token and an idempotency_key to commit.

Parameter	Type	Required	Notes
key_id	string	yes	Id of the API key to permanently revoke.
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Soft-delete this organization. All members will be locked out and the org will be hidden until a platform admin restores it within the retention window. Call once with no token to preview; re-call with the returned confirm_token and an idempotency_key to commit. Owner role required.

Parameter	Type	Required	Notes
confirm_token	string	no	Token returned by the preview (call this tool once with no token to get it). Required to commit; expires in ~10 minutes.
idempotency_key	string	no	Required when committing (confirm_token present): retrying with the same key returns the original result instead of acting twice.

Delete a custom-field definition from the organization. If the field is mandatory and already has values stored on entities the service will reject the delete with a clear reason. Returns a preview unless confirm=true is set. Admin role required.

Parameter	Type	Required	Notes
custom_field_id	string	yes	Id of the custom field definition to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Delete a named organization work schedule profile. Users assigned to this schedule will fall back to the default schedule. Returns a preview unless confirm=true is set. Admin role required.

Parameter	Type	Required	Notes
work_schedule_id	string	yes	Id of the work schedule to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Delete a named national-holiday profile from the organization. The year's holidays will no longer be applied to time calculations. Returns a preview unless confirm=true is set. Admin role required.

Parameter	Type	Required	Notes
holiday_profile_id	string	yes	Id of the holiday profile to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Write off hours from an approved time report, removing them from the billable pool without invoicing (e.g. discounts or goodwill). Requires Finance role or above.

Parameter	Type	Required	Notes
time_report_id	string	yes	ID of the approved time report to write off hours from (required).
hours	number	yes	Number of hours to write off (required, must be > 0 and ≤ remaining billable hours).
reason	string	yes	Reason for the write-off (required).
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Reverse the most-recent write-off on a time report, restoring the written-off hours to the billable pool. The billing month must still be open. Requires Finance role or above.

Parameter	Type	Required	Notes
time_report_id	string	yes	ID of the time report whose most-recent write-off should be reversed (required).
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Create a credit note against an existing invoice, reducing the amount owed. Requires Finance role or above.

Parameter	Type	Required	Notes
invoice_id	string	yes	ID of the invoice to credit (required).
reason	string	yes	Reason for the credit note (required).
credit_amount	number	yes	Total credit amount (required, must be > 0 and ≤ invoice total).
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Move a subtask to a different task within your organization. Both the subtask and the destination task must belong to your organization. Requires Manager role or above.

Parameter	Type	Required	Notes
subtask_id	string	yes	ID of the subtask to move (required).
new_task_id	string	yes	ID of the destination task (required, must belong to your organization).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Move a task to a different billing project within your organization. Both the task and the destination project must belong to your organization. Requires Manager role or above.

Parameter	Type	Required	Notes
task_id	string	yes	ID of the task to move (required).
new_project_id	string	yes	ID of the destination project (required, must belong to your organization).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Move a billing project to a different customer within your organization. Both the project and the destination customer must belong to your organization. Requires Manager role or above.

Parameter	Type	Required	Notes
project_id	string	yes	ID of the project to move (required).
new_customer_id	string	yes	ID of the destination customer (required, must belong to your organization).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Mark one or more time reports as invoiced, optionally linking them to an existing invoice. Requires Manager role or above.

Parameter	Type	Required	Notes
time_report_ids	array	yes	List of time report IDs to mark as invoiced (required, at least one).
invoice_id	string	no	Optional ID of an existing invoice to link these time reports to.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

List invoices for your organization, optionally filtered by customer and status.

Parameter	Type	Required	Notes
customer_id	string	no	Optional: filter by customer ID.
status	string	no	Optional: filter by invoice status (e.g. Draft, Issued, Paid, Void).
page_size	integer	no	Number of results per page (default 20, max 100).
page_number	integer	no	Page number, 1-based (default 1).

Get the full details of a specific invoice by ID.

Parameter	Type	Required	Notes
invoice_id	string	yes	ID of the invoice to retrieve (required).

List the current user's saved time-entry favorites (quick-entry shortcuts).

No parameter schema on file.

Save a time-entry combination as a favorite for quick reuse. Returns the created favorite.

Parameter	Type	Required	Notes
display_name	string	yes	Short label for the favorite (e.g. 'Daily standup on Acme').
customer_id	string	yes	Customer id.
project_id	string	yes	Project id.
task_id	string	yes	Task id.
sub_task_id	string	yes	Subtask id.
description	string	no	Default time-entry description (optional).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Record that a time-entry favorite was used, incrementing its use count and updating last-used timestamp.

Parameter	Type	Required	Notes
favorite_id	string	yes	Id of the favorite to record usage for.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Delete a saved time-entry favorite. Requires confirm=true to proceed.

Parameter	Type	Required	Notes
favorite_id	string	yes	Id of the favorite to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Return the CSV template for bulk-importing the work hierarchy (customers, projects, tasks, subtasks). Fill the template and call validate_import before commit_import.

No parameter schema on file.

Validate a bulk-import CSV without persisting anything. Returns row-level errors and a summary so you can fix the file before calling commit_import.

Parameter	Type	Required	Notes
csv_content	string	yes	The CSV content to validate (use the template from get_import_template).

Commit a bulk-import CSV, creating the work hierarchy (customers, projects, tasks, subtasks) in the organization. Call validate_import first to verify the file.

Parameter	Type	Required	Notes
csv_content	string	yes	The CSV content to import. Must pass validate_import with no errors first.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

List all scheduled report definitions for the organization.

No parameter schema on file.

Create a new scheduled report definition. The report will be generated and emailed to recipients on the configured cadence.

Parameter	Type	Required	Notes
name	string	yes	Name for this scheduled report (max 150 chars).
report_type	string	yes	Report type: DailySummary or MonthlyHours.
cadence	string	yes	Schedule cadence: Daily, Weekly, or Monthly.
recipients	string	yes	Comma-separated recipient email addresses.
format	string	no	Output format: pdf (default) or csv.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Update an existing scheduled report definition. Only the fields you provide are changed; unspecified fields keep their current values.

Parameter	Type	Required	Notes
id	string	yes	Id of the scheduled report to update.
name	string	no	New name (optional).
cadence	string	no	New cadence: Daily, Weekly, or Monthly (optional).
recipients	string	no	New comma-separated recipient emails (optional).
format	string	no	New format: pdf or csv (optional).
is_active	boolean	no	Enable (true) or disable (false) the schedule (optional).
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Permanently delete a scheduled report definition. Requires confirm=true to proceed.

Parameter	Type	Required	Notes
id	string	yes	Id of the scheduled report to delete.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

List soft-deleted entities currently in the recycle bin, optionally filtered by entity type and paged.

Parameter	Type	Required	Notes
entity_type	string	no	Filter by type: Customer, Project, Task, or SubTask. Omit for all types.
page	number	no	1-based page number (default 1).
page_size	number	no	Items per page (default 20).

Remove a user's assignment from a customer, revoking their access to the customer's projects and tasks. Requires confirm=true to proceed.

Parameter	Type	Required	Notes
customer_id	string	yes	Id of the customer to remove the user from.
org_user_id	string	yes	OrganizationUsers.Id of the member to unassign.
confirm	boolean	no	Set true to perform the action. Omit or false returns a preview only — nothing is written.
idempotency_key	string	no	Optional caller-supplied key; retrying with the same key returns the original result instead of acting twice.

Search the organization's work-structure entities (customers, projects, tasks, subtasks, users) by id or name. Returns a flat, assignment-scoped result list.

Parameter	Type	Required	Notes
query	string	yes	Search text — matches by entity id (prefix) and name (contains).
limit	number	no	Maximum results to return (default 30).

Report each frame order's contracted cap vs billed draw-down vs remaining, for both hours and amount, with utilization percentage. Optionally filtered by customer and/or status.

Parameter	Type	Required	Notes
customer_id	string	no	Filter by customer id (optional).
status	string	no	Filter by status: Open or Closed (optional).

Check whether logging additional hours on a subtask would exceed its budget limits. Returns whether the budget is exceeded and a message.

Parameter	Type	Required	Notes
sub_task_id	string	yes	Id of the subtask to check.
additional_hours	number	yes	Hours to check against the budget limit.

Get the cost-rate history for a specific user in the organization. Requires Finance role or higher.

Parameter	Type	Required	Notes
user_id	string	yes	Firebase UID of the user whose cost-rate history to retrieve.

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